Professional Financial Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Professional Financial Advisors’s Portfolio NEAR Stock Details NEAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.81M	Sell	35,796 -1,535	-4%	-$77.8K	0.31%	57
2026 Q1	$1.9M	Buy	37,331 +27,901	+296%	+$1.42M	0.39%	49
2025 Q4	$482K	Buy	+9,430	New	+$483K	0.1%	89
2022 Q4	–	Sell	-650	Closed	-$32K	–	321
2022 Q3	$32K	Buy	650 +3	+0.5%	+$148	0.02%	177
2022 Q2	$32K	Buy	647 +1	+0.2%	+$49	0.02%	184
2022 Q1	$32K	Buy	646 +1	+0.2%	+$50	0.01%	182
2021 Q4	$32K	Buy	+645	New	+$32.3K	0.01%	204

Other funds holding NEAR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Professional Financial Advisors's NEAR Position: Q2 2026 in Review

Professional Financial Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 4.1% in Q2 2026, selling an estimated $77.8K and leaving 35,796 shares worth $1.81M. The position accounts for 0.31% of the portfolio, ranked #57.

Professional Financial Advisors first reported a position in NEAR in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.9M in Q1 2026. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Professional Financial Advisors held 35,796 shares of iShares Short Maturity Bond ETF worth $1.81M as of Q2 2026.
Professional Financial Advisors sold 1,535 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $77.8K.
iShares Short Maturity Bond ETF made up 0.31% of Professional Financial Advisors's portfolio in Q2 2026, its #57 holding.
Professional Financial Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 7 quarters since.
Professional Financial Advisors's iShares Short Maturity Bond ETF position peaked at $1.9M in Q1 2026.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.